Private Debt & Equity Financing

Defining an efficient capital structure

to complement your strategic objectives

Working with you, we will fine-tune your strategic objectives and develop complementary financial structures that will provide the best short and long-term capital for your company including:

  • Senior Debt
  • Subordinated/Mezzanine Debt
  • Private Equity

Our consulting services include:

  • Helping negotiate the transaction structure
  • Assisting with preparation of a confidential investment memo (CIM)
  • Developing a financial model and projections
  • Assisting with debt and equity financing
  • Providing guidance with final negotiations and legal documentation
  • Helping to close the transaction